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ERP36T Project Management

Plan, deliver and bill projects in one system. ERP36T Project Management runs projects from setup to billing: tasks, milestones, timesheets, issues and budgets, linked to CRM, sales, accounting and HR.

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Overview

What Project Management does

Project management is essential for planning, executing, tracking, and delivering work on time while keeping teams aligned on tasks, deadlines, budgets, and client expectations. ERP36T Project Management module is designed to manage the complete project lifecycle, including project setup, task execution, ToDo management, timesheets, issue tracking, billing, collaboration, and CRM-linked activities in one connected system. By organizing projects into tasks, milestones, follow-ups, and actionable work items, businesses can improve visibility, control resource usage, and keep both internal teams and client-facing operations coordinated. This helps organizations manage service delivery, implementation work, customer projects, and internal initiatives more efficiently while maintaining better accountability and progress control.

Project Management runs on the same ERP36T platform and database as every other module, so its records are shared, not copied, across the business.

ERP36T Project Management: Dashboard summary with task board, calendar and timesheets — Dashboard summary with task board, calendar and timesheets

What's included

Project Management components.

What the Project Management module covers, out of the box.

Project Planning and Setup
Project Templates
Project Milestones
Task Management
ToDo Management
Task Assignment and Ownership
Task Priorities and Deadlines
Task Dependencies
Subtasks and Work Breakdown
Kanban View
Gantt Chart View
Calendar View
Project Tree View
Timesheet Management
Time Tracking and Activity Logs
Billable and Non-Billable Hours
Expense Tracking
Project Budgeting
Project Costing and Profitability Tracking
Issue and Problem Tracking
Resource Allocation
Employee and Team Assignment
File and Document Attachments
Internal Notes and Comments
Collaboration and Activity Timeline
Notifications and Reminders
Customer and CRM Integration
Lead to Project Conversion Support
Opportunity and Client Linking
Sales Order and Quotation Linking
Purchase and Vendor Coordination
Billing and Invoicing Integration
Payroll and HR Integration
Inventory and Asset Linking
Customer Portal and Project Updates
Status Tracking and Progress Monitoring
Custom Workflows and Approvals
Dashboard and Project Analytics
Project Reports and Performance Insights

Key features

What you can do with Project Management.

Project OverviewGet a comprehensive view of your projects, including progress tracking, team assignments, deadlines, and project status updates.

Task ManagementCreate and assign tasks with deadlines, priorities, and statuses. Track progress and manage team collaboration through task views and filters.

Timesheet TrackingTrack employee hours spent on specific tasks and projects. Manage timesheets and generate reports for payroll and project analysis.

Issue ManagementReport and resolve issues in real-time. Track their progress, assign them to team members, and ensure timely resolutions.

Project BudgetingSet and track project budgets. Monitor expenses against budgets, generate financial reports, and ensure projects stay within budget constraints.

Team CollaborationCollaborate with your team through shared tasks, comments, and real-time notifications. Improve communication and foster a collaborative environment.

Milestone TrackingBreak down projects into manageable milestones, track progress, and ensure that key deliverables are met on time.

Document ManagementStore and manage project-related documents and files. Easily upload, share, and access project assets in a centralized repository.

Cloud Storage IntegrationIntegrate with cloud storage services like Google Drive, Dropbox, or OneDrive for easy access to project documents and files from anywhere.

Project AnalyticsAnalyze project performance, task completion rates, budget usage, and team productivity with detailed analytics and custom reports.

Client ManagementManage clients associated with projects, track communications, and share project updates directly with clients in real-time.

Resource AllocationEfficiently allocate resources, including personnel, equipment, and budget, to ensure optimal project execution.

Access Control & PermissionsSet granular access controls and permissions for team members, ensuring secure and appropriate access to project data and documents.

Integration with ERP ModulesIntegrate projects with other ERPNext modules such as Accounting, HR, Inventory, and Sales for seamless operations and data flow.

Email Notifications & AlertsReceive real-time notifications and alerts for task deadlines, project milestones, and any changes in project status.

Team Roles & ResponsibilitiesAssign specific roles and responsibilities within the project team, ensuring clarity of duties and accountability.

Risk ManagementIdentify, assess, and mitigate risks throughout the project lifecycle. Create risk mitigation plans and track risk factors.

Project ClosureFinalize projects with completion reports, client feedback, financial analysis, and closure documentation.

Standard on every ERP36T module (18)

WorkflowStreamline processes with configurable workflows tailored to business needs.

ChatbotEnhance customer interaction with AI-driven chatbot capabilities.

Notification & Event SchedulerAutomate reminders and schedule events for efficient task management.

Data Upload & DownloadEasily import and export bulk data for seamless operations.

Bulk Records UpdateUpdate multiple records simultaneously with user-friendly tools.

OAuth Security including 2FAEnsure secure access with OAuth protocols and two-factor authentication.

Google PluginsIntegrate seamlessly with Google Workspace tools for enhanced productivity.

To Do Task ManagementKeep track of tasks and prioritize with a built-in to-do list feature.

Document Management & SharingOrganize and share documents securely across teams and departments.

Full Data & Feature Security User ControlsControl access to data and features with robust user permission settings.

Self Services and Web PortalEmpower users with self-service options and an intuitive web portal.

Payment GatewayFacilitate online payments with secure and integrated payment gateways.

Record HistoryTrack changes to records with a detailed audit trail for accountability.

Integration with Legacy SystemsSeamlessly connect with existing legacy systems for smooth transitions.

B2B IntegrationFacilitate business-to-business connections and workflows effectively.

B2C IntegrationConnect directly with consumers for streamlined operations and services.

WhatsApp IntegrationEngage with users through WhatsApp for efficient communication.

Social Media IntegrationExpand your reach by connecting with social media platforms.

Screenshots

Project Management in ERP36T.

Real screens from ERP36T. Select any screen to open it full size.

ERP36T Project Management: Workspace with open projects chart, shortcuts and reports — Workspace with open projects chart, shortcuts and reports

ERP36T Project Management: Task list with status, project and ID columns — Task list with status, project and ID columns

ERP36T Project Management: Task form with status, priority and timeline fields — Task form with status, priority and timeline fields

ERP36T Project Management: Submitted timesheet with activity types and hours — Submitted timesheet with activity types and hours

ERP36T Project Management: Kanban board of projects grouped by priority — Kanban board of projects grouped by priority

ERP36T Project Management: Daily timesheet summary report with hours by activity — Daily timesheet summary report with hours by activity

ERP36T Project Management: Activity type list with enabled status — Activity type list with enabled status

ERP36T Project Management: Record for a sustainability project with activity heatmap — Record for a sustainability project with activity heatmap

ERP36T Project Management: Template for a floor installation project with tasks — Template for a floor installation project with tasks

End to end

How a client project runs, end to end.

Lead→Proposal→Project→Task→Timesheet→Invoice→Payment→Accounting

Time recorded against a task becomes an invoice line without being re-entered.

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Why it matters

Why teams run Project Management on ERP36T.

ERP36T Project Management helps teams improve execution, collaboration, and project visibility across the organization. It provides centralized control over projects, tasks, ToDos, timesheets, issues, budgets, and client-linked activities while integrating smoothly with CRM, sales, accounting, HR, payroll, purchasing, and inventory processes. The module supports both internal and external projects, allowing businesses to connect leads, customers, quotations, work delivery, billing, and profitability in a single operational flow. With visual planning tools such as Gantt, Kanban, and calendar views, along with reminders, file sharing, progress tracking, and reporting dashboards, ERP36T Project Management enables organizations to reduce delays, improve accountability, and deliver projects with greater confidence.

Connected across ERP36T